Thu Mar 13

Declining copper prices are helping to realign markets for the commodity and use of the commodity as loan collateral. Will demand continue? Will supply constraints endure? Copper companies are in the middle.

Wed Mar 12

Another utility profits from the oil and gas production boom. Growth for utilities stems from a growing customer and rate base plus non-regulated businesses. When the non-regulated business is oil and gas will risks be rewarded? This company [more]

Tue Mar 4

One utility took advantage of its knowledge of its own franchise as the region began to boom. Exposing itself, and its investors, to extracting oil and gas, this utility has learned to grow profit and reap value.

Wed Feb 12

Utility stocks feed income strategies. This is because their customer base is flat. PPL seems able to grow rate base in spite of flat customer growth. It does this through service improvements and innovative rate cases in multiple regional [more]

Mon Feb 10

A flat rate base and frozen rates spell zero growth for utility investors. Competitive energy solutions and infrastructure development businesses are a source of small but significant earnings growth for ConEd. This growth is further fueled and [more]

Tue Feb 4

AES Storage assets run into the $100 million level this year. Improvements in battery and other storage technologies, along with regulatory mandates, make it possible to get positive returns from integrating storage directly into electric grids. The [more]

By refocusing its investments globally, Anandarko is mitigating the near term risk of ongoing low natural gas prices in the U.S. Asset sales in Mozambique will help Anandarko to take advantage of new U.S. finds as prices begin to rise.

Mon Jan 27

To lift crude oil and natural gas export quotas or not? This is a big bet for U.S. refiners who use advantaged West Texas Intermediate pricing and light, tight oil to keep refining and chemicals margins high.

Mon Jan 6

Rare earths are used in everything from steel-making to mobile communications. As the global leader in supplying these minerals, China is growing its usage of rare earths and restricting its exports. One U.S. company stands ready to take advantage of [more]

Fri Jan 3

The rare earth metal tantalum is critical to electronics, steelmaking, transportation, and chemical processes. Idling one key mine provides the collateral needed to fund exploration and development. ArcelorMittal, through its stake in private company [more]

Nuclear power is revving up globally with a 25% increase in new capacity in the next 10 years. Russia and China are stocking up on uranium oxide through Kazakhstan, which produces most of the world’s uranium. Startups like Peninsula Energy have [more]

Tue Dec 31

Tanzania just levied a $258 million capital gains tax on Ophir Energy’s sales of deepwater gas interests to Singapore’s Pavilion Energy. More restrictive investments are on the horizon as developing countries attempt to reap the benefits of foreign [more]

Mon Dec 30

South Africa is lining up Russian and French nuclear power companies to build and maintain additions to its nuclear fleet. Globally, nuclear power is on the rise with renewables increasingly competing with fossil-based energy.

Berkshire Hathaway's sequenced investments in wind power and transmission combine to support a proactive utility strategy. This strategy will deliver a reliable flow of consistent dividend growth that can hedge volatile fossil-based fuel costs.